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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Aloisio is a financial advisor who has been in the industry since 1993. Gregory is currently registered with Ameriprise Financial Services, LLC. Before joining Ameriprise, Gregory worked at Wells Fargo Advisors and Citigroup Global Markets Inc. Gregory is licensed to provide investment advice in 28 states and the District of Columbia. Gregory is also licensed to provide investment advice in Texas. Gregory specializes in providing financial advice to individuals, high-net-worth individuals, trusts/estates, insurance companies, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Gregory has extensive experience in providing financial planning, asset allocation, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/03/2021 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
05/29/2009 - 12/21/2016
WELLS FARGO ADVISORS (MELVILLE NY)
NY
05/19/2006 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NJ
11/25/1998 - 06/15/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 12/09/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/15/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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